FP&A Analyst

Job Description

Analyst, FP&A | Welltower™ Inc. (NYSE:WELL)

The Tone:
This is a full-time role at Welltower Inc., located in Toledo, OH. Welltower is a global leader in residential wellness and healthcare infrastructure, creating purpose-driven communities where housing, healthcare, and hospitality converge. This role is crucial for overseeing the organization’s financial planning efforts, providing insight into portfolio performance, and enabling data-driven decisions across the organization. The company values challenge and complexity, with a focus on delivering long-term value and empowering team members to think like owners.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Toledo, OH

• Team: FP&A group, which oversees financial planning and provides portfolio insights.
• Mission: This person focuses on portfolio and property level analysis to support financial planning, provide insights, and enable data-driven decisions.
• Tech Stack: Anaplan, Power BI

What You’ll Actually Do
• Financial Analysis: Conduct variance analysis relative to forecast, investigate material differences, and provide commentary on key performance drivers.
• Reporting & Forecasting: Support forecasting and reporting efforts leveraging Anaplan and Power BI, and assist with property-level budgeting.
• Operational Insights: Support ongoing collaboration efforts with operating partners around data and operational insights to drive improved property-level outcomes.
• Model Development: Create and maintain updated financial models and support ad hoc segment analysis.
• Cross-functional Support: Liaise with departments across the organization to provide insights into base-level data and review property, operator, and portfolio level financial statements.

The Must-Haves
• Background: Bachelor’s degree in accounting, finance, or a related field.
• Experience: 3-5+ years of related work experience.
• Skills: Financial modeling, variance analysis, reporting, data analysis (Anaplan, Power BI), and cross-functional collaboration.
• Bonus: An MBA or CPA is preferred.